How to navigate and organize My Templates Library?

✅ Easily access and manage all saved trip templates
✅ Use filters to find templates by location, duration, DMC, and more
✅ Organize templates using custom trip tags
✅ Mark favorites for quick access
✅ Archive unused templates to declutter your workspace

🚀 Objective: Learn how to navigate, search, and organize templates in My Library for optimal speed and clarity in your trip creation workflow.

📥 Accessing My Templates library

To open your template workspace:

Click 📂 "Trip Designer" from the left-hand menu
Select "My Library"

Click the "Templates" tab at the top-right

🧾 Grid layout elements in My Templates Library

Field	Functionality
🏷️ Template name	The title of the trip template, usually named based on destination or theme. Clickable to open preview or start trip creation.
🏢 DMC provider	The name of the Destination Management Company that originally created or shared the itinerary. Helps identify the source.
⏳ Trip duration	Number of days included in the itinerary (e.g., “7 Days”). Useful for comparing itinerary length.
🗺️ Start/End locations	Displays where the trip begins and ends (e.g., “Start: Hanoi – End: Ho Chi Minh”). Helps match with client travel plans.
📅 Creation date	The date the template was created or last updated. Useful for checking if the itinerary is still current or seasonal.

📌 Note: Templates are stored permanently and can be reused and modified at any time.

🔍 Using filters to find templates quickly

KOOB provides smart filters to help you refine your search instantly.

Filters available

Filter	Functionality
🔤 Search by name	Find a template by its title
📍 Location	Filter by departure or arrival cities/countries
📆 Trip duration	Set a minimum and/or maximum trip length (in days)
🏢 DMC name	Show templates provided by a specific DMC partner
👤 Created by	Filter templates by the KOOB user who created them
🎭 Theme/Segment	Filter by experience types (Adventure, Luxury, Family, etc.)
🗺️ Start/End location	Filter by where the experience begins and ends
🏷️ Trip tags	Filter using custom categories (e.g. “Winter 2025”, “Luxury”)

📌 Example:
To find a “10-day Luxury Vietnam Tour”, apply:

Country: Vietnam
Duration: 10 days
DMC: Easia Travel
Theme: Luxury

💡 Tip: The Trip Duration filter is great for comparing itinerary lengths.

🏷️ Organizing templates using trip tags

You can create and apply custom tags to group your templates by theme, season, or client segment.

How to add tags ?

Click the tag icon on a template thumbnail

In the pop-up, either:
- Select an existing tag

- Type a new tag name (e.g. “Honeymoon”, “Corporate”, “Nature 2025”)

Click "Create a new tag"

Click "Save" to apply

📌 Example: Use the tag “Winter 2025” to group all templates relevant to that season.

💡 Tip: Only TO Admins can create new organization-wide tags.

❤️ Marking a template as a favorite

To keep frequently used templates at the top of your list:

Click the ❤️ heart icon on the template thumbnail

The template is marked as Favorite

Use the "My Favorites" filter to view only these templates

📌 Example: A 7-day Bali honeymoon package can be favorited for quick access year-round.

💡 Tip: Use Favorites to create your shortlist of best-sellers.

🔍 Viewing template details

To preview the full structure of a saved template:

Click the details icon (or blue “Travel Diary” icon)

A detailed Travel Diary is displayed :

📋 General Information

🧾 Element	📌 Description
🏷️ Trip Name	Displayed by default at the top of the travel diary.
🏢 TO Logo	Tour Operator logo (if configured) shown on all pages.
🌍 Country	Country visited during the trip.
🚩 Start Location	City where the trip begins.
🏁 End Location	City where the trip ends.
📅 Duration	Total number of days and nights (e.g. 10 days / 9 nights).

📆 Itinerary and daily program

🗓️ Element	📌 Description
📖 Day-by-day itinerary	Chronological breakdown of the itinerary (1 page per day).
🔢 Day Number	Day index (e.g., Day 1, Day 2, etc.).
📆 Date	Calendar date of the day’s activities.
📍 Location	City or region where the activities take place.
✏️ Description of the day	Detailed explanation of visits, transfers, or free time.
🍽️ Meals plan	Indicates included meals (Breakfast, Lunch, Dinner).
🗺️ Google Map with POIs	Interactive map showing Points of Interest per day (not shown in PDF).

🏨 Accommodation Details

🏨 Element	📌 Description
🏨 Hotel Name	Name of the hotel for the day.
⭐ Stars	Hotel classification (e.g., ★★★★☆).
🗺️ Address	Full hotel address.
🛏️ Room Name	Room category selected (e.g., Deluxe Twin).
🕒 Check-in/Check-out	Dates and number of nights.

➕ Daily options and extras

Element	Description
🧩 Options	Additional modules or extras added to that specific day (e.g., massage, local guide, entrance fees).

📑 Summary sections

📌 Element	📌 Description
✅ Services Included	All services covered in the program: transfers, guides, entrance fees, etc.
❌ Services Excluded	What’s not included: tips, insurance, optional excursions, personal expenses.

📄 Exporting the Travel Diary as a PDF

To download the Travel Diary, simply click the orange ⬇️ download icon in the bottom-right corner of the screen.

💡 This version is ideal for sharing with clients before final confirmation or as a pre-departure document.

📌 Note: This helps verify that the template matches your client needs before launching it.

📦 Archiving templates to declutter your workspace

If a template is no longer active but may be used later:

Click the 🗃️ "Archive" icon on the template thumbnail

It will be hidden from the default view

Use the "Show Archived" filter to retrieve it anytime

You can restore an archived by clicking "Restore"

📌 Example: Archive “Japan Winter Tour” off-season, then reactivate it in November.

💡 Tip: Archiving = hiding, not deleting!

Takeaways

✅ My Templates Library stores all your reusable itineraries in one place
✅ Filters let you instantly find templates by name, location, DMC, or duration
✅ Custom tags organize templates by theme, segment, or season
✅ Favorites give you fast access to your top templates
✅ Archiving clears your view without deleting valuable resources

FAQ

Q: Can I edit a template after saving it?
✏️ No, but you can duplicate it, apply changes, and save it as a new version.

Q: Who can create new trip tags?
🛠️ Only TO Admins can create organization-wide tags for all users.

Q: Can I delete a template?
🗑️ Templates cannot be deleted, but they can be archived to remove them from your active view.

Q: Can templates be used for multiple clients?
🔁 Yes, templates are made for reuse across different client folders.

What are the different sections of the Trip Designer?

📌 Need help? Visit the KOOB Knowledge Base or contact KOOB Support 🚀